Licensed Financial Specialist

About the Company - Are you passionate about helping people achieve their financial goals? In this role, you'll work directly with clients, developing personalized financial plans using a variety of investment products and services. Instead of spending time finding new clients, you'll engage with existing clients and warm leads, allowing you to focus on providing guidance and building strong, lasting relationships.About the Role - Guide clients through financial planning discussions, offering solutions that align with their needs and goals. Use technology to efficiently prepare for and conduct one-on-one meetings, ensuring a seamless client experience. Build and strengthen relationships through proactive outreach, understanding clients' objectives, and connecting them with wealth management resources when needed. Hold or be willing to obtain necessary licensing (Series 7 & 63; Series 65 or 66 preferred). A degree or certification such as a CFP is a plus, with support available for further education.ResponsibilitiesGuide clients through financial planning discussions, offering solutions that align with their needs and goals.Use technology to efficiently prepare for and conduct one-on-one meetings, ensuring a seamless client experience.Build and strengthen relationships through proactive outreach, understanding clients' objectives, and connecting them with wealth management resources when needed.Hold or be willing to obtain necessary licensing (Series 7 & 63; Series 65 or 66 preferred).A degree or certification such as a CFP is a plus, with support available for further education. Qualifications - Required Licensing and ExperienceFINRA Series 7 & 66 or (series 6563)Experience with High-Net-Worth clients and working with to uncover additional investment opportunities. Required SkillsProduct Knowledge: Possess a comprehensive understanding of various investment solutions. Educate customers on the values and differences of each terpersonal Skills: Exhibit exemplary interpersonal skills and the ability to grow relationships. Take initiative and exceed expectations in client munication Skills: Demonstrate outstanding communication and consultative skills. Thrive in a fast-paced work environment where effective communication is essential.Equal Opportunity Statement - Overall, your role is focused on providing valuable financial planning services to existing clients, utilizing technology efficiently, and fostering strong relationships through proactive outreach. The goal is to help clients achieve their financial goals.

Created: 2025-02-21